Atria Investments’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
9,209
+2,072
| +29% | +$133K | 0.01% | 1329 |
|
|
2025
Q1 | $423K | Sell |
7,137
-18,030
| -72% | -$1.07M | 0.01% | 1443 |
|
|
2024
Q4 | $1.54M | Buy |
25,167
+16,418
| +188% | +$1M | 0.02% | 792 |
|
|
2024
Q3 | $525K | Buy |
8,749
+1,985
| +29% | +$119K | 0.01% | 1293 |
|
|
2024
Q2 | $385K | Buy |
+6,764
| New | +$385K | 0.01% | 1441 |
|
|
2019
Q2 | – | Sell |
-41,430
| Closed | -$1.32M | – | 1001 |
|
|
2019
Q1 | $1.32M | Sell |
41,430
-10,983
| -21% | -$349K | 0.06% | 284 |
|
|
2018
Q4 | $1.48M | Sell |
52,413
-14,387
| -22% | -$406K | 0.07% | 223 |
|
|
2018
Q3 | $2.18M | Buy |
66,800
+11,446
| +21% | +$374K | 0.09% | 210 |
|
|
2018
Q2 | $1.7M | Buy |
+55,354
| New | +$1.7M | 0.07% | 260 |
|